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RKL Wealth Management LLC Has $10.04 Million Holdings in iShares Agency Bond ETF (NYSEARCA:AGZ) - Vimarsana News

RKL Wealth Management LLC Has $10.04 Million Holdings in iShares Agency Bond ETF (NYSEARCA:AGZ)

RKL Wealth Management LLC cut its holdings in shares of iShares Agency Bond ETF (NYSEARCA:AGZ – Get Rating) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 94,329 shares of the company’s stock after selling 2,288 shares during the […]

Source: wkrb13.com
Mizuho Securities Co. Ltd. Has $48,000 Position in Wells Fargo & Company (NYSE:WFC) - Vimarsana News

Mizuho Securities Co. Ltd. Has $48,000 Position in Wells Fargo & Company (NYSE:WFC)

Mizuho Securities Co. Ltd. reduced its position in shares of Wells Fargo & Company (NYSE:WFC) by 65.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,160 shares of the financial services provider’s stock after selling 2,224 shares during the period. […]

Cidel Asset Management Inc. Cuts Position in Emerson Electric Co. (NYSE:EMR) - Vimarsana News

Cidel Asset Management Inc. Cuts Position in Emerson Electric Co. (NYSE:EMR)

Cidel Asset Management Inc. cut its holdings in shares of Emerson Electric Co. (NYSE:EMR – Get Rating) by 30.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 137,307 shares of the industrial products company’s stock after selling 61,196 shares during the quarter. Cidel […]

Ellevest Inc. Has $93,000 Holdings in CME Group Inc. (NASDAQ:CME) - Vimarsana News

Ellevest Inc. Has $93,000 Holdings in CME Group Inc. (NASDAQ:CME)

Ellevest Inc. boosted its holdings in shares of CME Group Inc. (NASDAQ:CME – Get Rating) by 421.7% in the fourth quarter, HoldingsChannel reports. The firm owned 553 shares of the financial services provider’s stock after acquiring an additional 447 shares during the period. Ellevest Inc.’s holdings in CME Group were worth $93,000 at the end […]

New England Capital Financial Advisors LLC Makes New Investment in Wells Fargo & Company (NYSE:WFC) - Vimarsana News

New England Capital Financial Advisors LLC Makes New Investment in Wells Fargo & Company (NYSE:WFC)

New England Capital Financial Advisors LLC acquired a new stake in shares of Wells Fargo & Company (NYSE:WFC) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 1,272 shares of the financial services provider’s stock, valued at approximately $56,000. Several other institutional investors and hedge funds have also recently made changes to their positions in […]